Precision Wealth Advisory Services offers competitive GIC rates to help you earn better returns.
Precision Wealth Management is itself a partnership — a team of advisors and specialists who share ownership of the firm and a single commitment: that every client comes first. We bring different backgrounds, designations, and specialties to the table, but we make every decision together, in your best interest.
Precision Wealth – Partnership network (preview)
Throughout our careers — including that of Cliff Broetz, the founder of Precision Wealth Management — we have always strived to find the very best for our clients, whether that meant the right investment solutions, lower-cost options, or leading financial planning and analysis tools.
That ongoing search led us to interview many firms over the years, looking for partners who shared our values: clients first, always. In the summer of 2019, we discovered Q Wealth Partners. After more than a year of conversations and careful deliberation, Precision Wealth Management joined Q Wealth as a Partner firm on November 12, 2020.
What makes Q Wealth different is the partnership model itself. Q Wealth Partners is a carefully curated partnership of independent Canadian wealth managers, where each Partner firm has a seat at the table and the Partner firms collectively own Q Wealth. Unlike traditional firms where advisors compete internally for business and guard their best ideas, Q Wealth Partners openly collaborate — sharing insights, strategies, and hard-won experience for the greater good of the clients we serve. If a question comes up that we haven’t encountered before, an advisor at another Partner firm has often already solved it, and is happy to help us find the right answer for you. That’s the power of partnership: stronger together.
Each Partner firm operates under its own brand and is planning-first for its clients. Q Wealth — a registered Portfolio Manager and Investment Fund Manager, and a trade name of Quintessence Wealth — delivers sophisticated, tax-efficient, risk-adjusted investment strategies typically reserved for pension funds and endowments. As a Portfolio Management firm, Q Wealth holds a fiduciary duty: a legal obligation to act in clients’ best interests at all times.
The partnership also lets us combine resources and technology across the network. The result is lower costs for our clients, leading-edge tools that make our advisors and admin team more efficient, and more time for what matters most — meaningful conversations with our clients, and a healthier work-life balance for our team.
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We’re here to help you navigate your financial journey.
Head Office:
147 Harrison Ave, P.O. Box 1950 Parksville, BC V9P 2H7
Contact:
info@precisionwealth.ca 250.954.0247 866.954.0247
Hours:
Monday - Friday 8:30 am - 4:00 pm
While our head office is proudly located in Parksville, British Columbia, our experienced advisors are located in key cities across Canada — including Vancouver, Abbotsford, Vernon, and Winnipeg — allowing us to serve clients nationwide and internationally. No matter where you are, Precision Wealth is here to help you navigate your financial future.
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